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5 Over 174 Reviews

Establish, Protect & Grow Your Wealth with our Sunshine Coast Financial Advisors

We're here to help you achieve the best possible outcomes for your financial future.

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5-Star Sunshine Coast Financial Advice

Welcome, and thanks for stopping by!

 You’ve just found your new team of financial planners right here on the Sunshine Coast. We’re excited to offer you expert financial advice tailored to your needs.

Our comprehensive approach to managing your wealth ensures that you enjoy a prosperous life now and in the future.

Keep reading to discover more about us, explore the services we offer, and find out how we can help you achieve your financial dreams.

Award-Winning Service, Exceptional Results

We’re proud to say that we’ve been recognised for being amongst the best in Australia. 

the difference

Hear from Simon Coombes, founder and director of Direct Wealth, about what sets our service apart from other financial advisor firms. 

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Straight from the horse's mouth

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What Can working with Our Sunshine Coast Financial Advisors Do for You?

Working with a financial advisor is all about enhancing your financial health.

Our approach isn’t just about reaching financial goals; it’s about providing the support and insights you need to navigate through financial challenges with ease. Whether it’s clarifying complex financial issues or giving tailored advice, we’re here to help you manage your finances confidently.

Our financial advisors get to know your personal financial situation intimately, crafting strategies that are tailored just for you.

Whether you have specific financial objectives or need general advice to manage life’s ups and downs, our advisors are here to guide you. They offer the clarity and support needed to confidently handle any financial situation, ensuring you’re always ready for what comes next, and positioned for the best outcome. 

A happy couple takes a selfie on the beach as they smile in the morning sun.

Here's What We Can Help You With

Our financial advisor services provide everything you need to secure and grow your wealth.

From everyday financial decisions, savvy investment strategies, superannuation advice, to estate planning and tax efficiency, we’ve got you covered.

We tailor our advice to align with your unique position and desired outcomes, using proactive approaches to ensure you achieve the best possible financial outcomes.

Whether it’s planning for now or the future, we’re here to guide you every step of the way.

Three female friends drink tea and laugh at jokes on a cool but sunny afternoon.

Our Success in Numbers

At Direct Wealth, the numbers tell our story. With years of dedicated service, tons of experience, and countless happy clients, we’ve built a reputation for trust and excellence. 

Here’s a look at what we’ve achieved:

Years of outstanding service
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Happy & successful clients
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Years of collective experience
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Funds under management
$ 0 B+

Why Choose Us?

Our goal is to make managing your finances straightforward and effective, so you can look forward to a future that’s secure, comfortable, and aligned with your dreams. 

Your new team of financial experts will help you find the best way forward. 

Instead of trying to figure things out on your own, you get direct access to expert knowledge, insights and support, which are the key ingredients for success. 

Whatever the challenge, our financial advisors have the knowledge needed to help you create a robust financial future.

Everyone’s financial is unique, and so is the advice we give. 

Our advisors aim to thoroughly understand your financial situation and goals, so we can design a plan that lets you live life on your terms. 

Whether you’re aiming for early retirement, a robust investment portfolio, or the perfect lifestyle, we can help you bring those dreams to life. 

Managing your finances can feel overwhelming, but you don’t have to tackle it on your own.

Our advisors simplify these decisions, ensuring you can enjoy your current lifestyle while securely preparing for the future.

With our guidance, you gain the peace of mind that comes from knowing you’re on track.

Our Location

Direct Wealth’s Sunshine Coast office is conveniently located in the heart of beautiful Maroochydore, just minutes from some of the Sunshine Coast’s most beautiful beaches.  

We welcome all visitors, though booking an appointment is recommended, so we can make sure someone is available to speak with you. 

Sunshine Coast Maroochydore Office

1/5 Plaza Parade, Maroochydore QLD 4558

Meet Our Team of Sunshine Coast Financial Planners

Your new team of financial advisors are all highly qualified and experienced professionals who absolutely love what they do. Most importantly, they’re all exceptional human beings. 

Rest assured that when you choose Direct Wealth, you’ll have the best wealth management team possible. 

Founder, Director & Executive Financial Adviser

Simon started Direct Wealth in May of 2017 as a sole operator. Working from a small office in Auchenflower, the business has since grown significantly under his influence.

Simon is a dedicated financial advisor, who is passionate about helping you achieve your financial goals. Simon believes in a customer-focused approach and works closely with his clients to provide up-to-date advice tailored to their specific needs and future aspirations.

When it comes to making important decisions, both professionally and personally, Simon understands the importance of gathering and analysing all relevant information. He knows that for those without experience in managing wealth, it can be overwhelming to deal with complex and unfamiliar financial information. That’s why Simon specializes in delivering high-level and intricate advice in a comprehensive, yet easy-to-understand manner. This ensures that you have a clear understanding of the financial planning process and empowers you to confidently pursue financial freedom and comfort.

Simon’s expertise is backed by an impressive educational background. He has completed extensive studies in the financial planning industry, including his diploma of financial planning (DFP), advanced diploma of financial planning (ADFP), graduate diploma of financial planning (Grad Dip FP), and master’s degree of Financial Planning (Masters FP). This unique combination of qualifications places Simon in a select group of professionals with postgraduate degrees, allowing him to offer a comprehensive range of advice.

Simon recognizes the value of education in the financial advice industry and welcomes any new requirements set for advisors. With Simon by your side as an authorized representative (License Number: 459078), you can feel confident that you are receiving expert guidance on your financial journey. Together, we can work towards building a secure and prosperous future.

Authorised Representative Number: 459078

 

Financial Adviser

Erin comes to us with a wealth of experience in Financial Advice having worked in the Financial Services industry for over twelve years.

It brings Erin much joy to spend her days working with her clients to help them build meaningful strategies that achieve their lifestyle and financial goals, with a true belief that wealth is far more than just money.

Financial Freedom means different things to different people, and Erin is right in there getting her sneakers dirty on the daily and gets a huge kick out of working with her clients to create this.

Amidst the craziness of Erin’s busy days, she’s mum to toddler Florence. The challenge of motherhood has been by far her biggest and best challenge and has taught her some of her greatest lessons to date.

Erin holds an Advance Diploma of Financial Services, as well as a FChFP designation. She is currently working on completing her Master’s in Financial Planning.

Authorised Representative Number: 468058

Partner, Head of Advice & Executive Financial Adviser

Joel has spent his time in the finance industry across many roles, which has built his overall approach to how he likes to work with his clients to create the best possible experience to help them achieve their goals.

Joel is passionate about learning about his clients and helping guide them in the right direction to improving their overall financial position – whether that be owning their home sooner, retiring comfortably, growing their wealth or simply giving them peace of mind knowing their financial affairs are well looked after.

Joel’s experience ranges from your everyday ‘mum and dad’ investors, through to high-net-worth business clients. Recognising that each client is different and have their own specific goals they want to achieve, Joel enjoys tailoring his advice and working with clients over the long term to ensure these goals become reality.

Away from the office Joel and his wife have 3 beautiful children and enjoy holidaying and spending time with family and friends. Joel is a sporting tragic having played and coached senior level football and enjoys most sporting codes.

Authorised Representative Number:  1260332

Financial Adviser

Kirsty is a skilled financial advice professional who specialises in superannuation, investments, retirement planning and wealth protection.

Kirsty has worked in the industry since 2014 and has a passion for building strong relationships with her clients and priding herself on open and honest communication.

Kirsty holds a Diploma of Financial Planning and is currently working towards a Bachelor of Commerce Majoring in Financial Planning. Kirsty has also passed the FASEA Adviser Ethics Exam and is a registered Tax (Financial) Adviser through the Tax Practitioners Board.

Outside of work, Kirsty enjoys spending time out on the water, camping and exploring with her fiancé and their three dogs.

Authorised Representative Number: 1259216

Financial Adviser

Born and raised in Cambridge, England, Ben emigrated to Australia in 2010 and now calls Queensland home.

Ben began his journey in the industry 10+ years ago working in administrative and client support roles, working his way up to becoming an adviser. This has earned him the talent for explaining financial concepts in an easy-to-understand manner and understands all areas of the financial advice process.

A thing Ben prides himself on is educating clients on financial matters and empowering them to make informed decisions.

Ben believes that a good financial adviser is constantly learning and evolving. To ensure he can put his clients in a better position, he keeps up to date with changes in legislation and continues to pursue formal education. He is accredited to provide Self-Managed Superannuation (SMSF) Advice, holds a Graduate Diploma of Financial Planning (2023), Diploma of Financial Planning (2015), and a Diploma of Business (2013). He is currently working towards a Master of Financial Planning. Ben has also passed the FASEA Adviser Ethics Exam and is a registered Tax (Financial) Adviser through the Tax Practitioners Board.

Outside of work, Ben enjoys running and can be found at parkrun (5km) events every Saturday across Queensland. He also enjoys camping, socialising with friends and family, and is on the hunt for Brisbane’s best sausage roll.

Authorised Rep 1260299

Financial Adviser

Sam’s passion to help others through life’s highs and lows drew him to the financial planning profession. Despite his youthful looks, he has over 10 years’ experience across various financial services roles, which was a strategic approach to become a subject matter expert in insurance, investment, and superannuation.

Academically, Sam is recognised as graduating in the top 15% of students across 400 universities internationally and received Golden Key International Honours Society membership. Sam holds a degree in financial planning and is extremely proud to achieve top student honours in the degree for insurance, risk management as well as ethics.

Sam completed his Financial Advice Professional year under Managing Director Simon Coombes and has been thoroughly enjoying his journey helping his clients as a financial adviser. Sam has passed the FASEA ethics exam.

Outside of work, Sam’s passion is surfing. However, he has recently discovered the world under the sea by learning to scuba dive. When he is not in the water, you’ll find Sam training for triathlons or out exploring in the mountains.

Authorised Representative Number: 1296944

Financial Adviser

With five years of experience in the financial planning industry, Josh brings an expert understanding of unique financial situations and a skill for crafting strategies tailored to meet your specific needs.

Armed with degrees in Economics, majoring in international finance, Commerce, specializing in finance, and a Master’s in Financial Planning, Joshua has more than just formal education. He nurtures a keen interest in discerning economic trends and appreciates the intricate dance between politics and financial markets. As the world of finance and technology continue to interweave, Joshua remains at the forefront, particularly excited by the growing influence of Artificial Intelligence within the financial sector. He is continually exploring ways to harness these advancements to enhance his clients’ experiences.

Believing that good financial advice should never be a puzzle, Joshua’s mission is to deliver clear, comprehensive advice. His ultimate goal is to instil a sense of confidence and security about your financial future, making your financial journey feel less like a daunting task and more like a planned tour with a trusted guide.

Outside of the finance world, Joshua is an adventure enthusiast. Whether it’s catching waves while surfing, exploring new places in his converted van, or camping out for the weekend, he enjoys the thrill that each adventure brings. He believes that just as a well-spent weekend can refresh your perspective, a well-planned financial strategy can bring peace of mind and freedom to pursue the things you love.

Authorised Representative Number: 1306241

Luke Youd
Financial Adviser

Real Client Success Stories

Discover the experiences of those who’ve partnered with us on their financial journeys. 

Our clients’ stories speak to the trust and confidence they’ve placed in us — and the meaningful outcomes we’ve helped them achieve.

Brooke & Justin

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Justin (00:00):
We actually heard about Direct Wealth through a good friend of ours. We were speaking to her up on our pool area at home, and she mentioned Erin and all the great work that Erin was able to do for her. That sparked our interest and we reached out.

Brooke (00:15):
I guess it was a little bit daunting really, when you think about, you’re talking about your finances with someone that you’ve never met before and in particular as a couple. You are also speaking quite openly around your individual circumstances, but also together as a couple.

Justin (00:30):
Erin’s experience really shone through in that first meeting. She was able to explain a lot of things to us. We don’t necessarily come from a finance background, so that explanation was sort of important for us in terms of what the process was going to be and the sort of steps that we would take post that first meeting. Prior to meeting Aaron and running through what we needed to run through, we had our own financial goals. This actually put all of our financial goals on the same page and we co-authored a financial plan together. I think the main thing that we’ve seen is the optimization of our insurances. That’s ultimately resulted in a reduction in our outgoing expenses when it relates to insurance, our superannuation funds in terms of the changes we’ve made in that particular space, and really having a growth view on what that portfolio was as opposed to a standard retail fund. Aaron and the team have been able to really tweak and optimise the returns on that.

Brooke (01:28):
It was just some really clear things to make us feel like we had this roadmap for our future and we feel confident and we just feel secure, which is really great

Justin (01:39):
And I’ve seen the best performance in my super fund effectively since its inception, so we’re extremely happy with the returns and the reductions that Erin and the team were able to make.

Brooke (01:52):
Just recently, actually, probably less than 12 months ago, we were lucky enough to purchase a beachfront apartment. That was one of our, I guess, long-term goals that kind of crept up a little bit quicker than we had hoped, but

Justin (02:08):
It really did.

Brooke (02:09):
But we’re really excited that we were able to secure that property and not only have Erin’s support and guidance through that, just managing our finances, but also just the connections that she has in the industry because we were then able to utilise her network to be able to then liaise with them to assist us with getting a loan and everything from kind of purchasing that property to receiving the keys on settlement. So that was a really great highlight for us. Yeah, the thing we value most is absolutely just that relationship. I mean, that is number one for us. We want to feel comfortable with the person that we’re working with.

Justin (02:51):
For me, I think it’s about the constant review process and that constant feedback loop regularly catching up with Erin and being able to update her on changes our life, and Erin being able to update us in terms of changes, in terms of, I guess potentially the approach changes in her team, additional advice that she can bring to our plan every year ongoing is definitely key for us. I

Brooke (03:16):
Would say absolutely. Don’t be hesitant. I think that it’s really important to seek that financial advice and support from someone that is knowledgeable and can provide you with all the information that you need. I think we are not taught this at school and as an adult it’s important to make an appointment and I’d say, yeah, definitely pop in and see the team at Direct Wealth because they’re going to provide you with a whole range of information and lots of things to consider. So definitely don’t be hesitant.

Justin (03:49):
There are a lot of aspects from my perspective that come into play when you’re talking about your personal finances and there’s a lot of things you may not even know about. So not going to see a financial advisor’s not going to open up any of that knowledge to you, and when you look at it by yourself, it can be daunting. Someone to actually coach you through and step you through it in a really easy to understand why I think is critical to your financial success.

Ross & Denise

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Ross (00:00):
My name is Ross. This is my wife Denise. We’re both retired. We enjoy caravan and looking after our grandkids. We previously, we go along to our financial advisor for a half yearly or yearly checkup, and they did a lot of talking, did things on whiteboards, and really when we walked out we were still scrambling. None the wiser. Yeah, none the wiser. Whereas we went along to Simon and the very first day he sat opposite us and explained things in very easy to understand terms. Turned a pad around, showed us, and then said, do you understand this? Is this what you’re looking for?

Denise (00:45):
They’re very approachable. Even if you ask a very basic question, they’ll explain it to you in terms that we can understand, which is very

Ross (00:55):
Good, as they say, no question is silly. If we ask a question, there’s obviously a reason. So they are more than happy to break it down, talk to us about it, put it in a different format so that we understand, and it just makes life so much easier.

Denise (01:12):
So after meeting and dealing with direct wealth, we were able to purchase a caravan, which has been Ross’s dream for many, many years. And on our retirement we’ve seen quite a few places. We’ve been to West Australia, we’ve been to South Australia and Victoria, and had wonderful, wonderful trips, which are very enjoyable.

Ross (01:36):
We don’t have to worry about funds from our superannuation. We had enough there. When we go in these places, we’re able to just enjoy and take in what we’re seeing and not worry in the back of our mind that we shouldn’t be here. We can’t afford this.

Denise (01:53):
Have we got enough money

Ross (01:54):
With that apparently? Yeah. So it’s just been a life-changing experience that direct wealth have been able to set up for us. We understand totally where we’re going and how we’re going to get there.

Denise (02:06):
Anyone who is hesitant to talk to a financial advisor, I would recommend that just go and do it. There are so many different variants of what you can do with your money and your wages before you retire. It keeps changing all the time. And direct wealth, keep up to date with everything. It’s been very grateful. So please go and see a financial advisor.

Ross (02:33):
Yeah, these guys, that’s their job. They’re dealing with it day in, day out. They keep an eye on the markets. I don’t even know where or how to look at the markets, whereas that’s what they do and they’re on top of it. So go along, talk to them. They can tell you what’s happening in plain, simple to understand language and you’re in front. So definitely go and ask the question.

Sarah

Play Video

Hi, my name’s Sarah. I have a business, 64 Property, in New Farm, and I’ve been working with Direct Wealth for about three to four years now. I was wanting to seek out a financial advisor for many reasons, but our family was growing quite rapidly, and for that reason, we had lots of different financial issues that we needed to work through. Also, with my business, with tax help, superannuation, and insurances, I was really seeking some great advice around that, and that’s why I came to Direct Wealth.

My initial meeting with Erin was fantastic. I mean, I came in very blinded. I didn’t know a lot about finances, superannuation, or any of that in general. She made me feel comfortable, understood, and I could ask any questions without feeling silly. I walked out of the meeting feeling like I had a whole heap of new knowledge and that I was being really taken care of.

If you are not working with an advisor, it’s a must. I just think it gives you clarity; it gives you direction. It’s an industry that I don’t specialise in, and that’s why I go to someone else, and it’s a no-brainer. They will help you get from A to B to C, and they’ll help you do that for the rest of your life. It’s not just a quick fix, and there you go.

So if you’re not working with someone, I would highly recommend it. It has changed my life at the moment, and I know it will for years to come. If I could go back before I started working with Direct Wealth, and particularly with Erin, I would say to myself to start sooner. It might sound cliché, but I’ve gotten myself into sticky situations. I didn’t know anything about the finances or the super or the insurance or whatever the topic is—I just didn’t know.

So if I could go back, I would’ve started sooner. I would’ve reached out sooner, started the work sooner, and I know I could have avoided some tricky situations that I found myself in. That would be the only advice: start sooner and start as soon as you think about it.

Kate

Play Video

Hi, I’m Kate. I’ve been retired for about a year. Working with an advisor at Direct Wealth has given us peace of mind and confidence about our investments, and we feel that our future is in good hands.

Our initial meeting was very good. We felt very comfortable with the advisor, and we talked about lots and lots of things—what we wanted to do with our life, their life, and all sorts of things. It was good fun, and then we got down to the nitty-gritty. We found that the information, experience, and backup that they have made us feel very comfortable and confident with the plan that Direct Wealth has put in place for us.

We are able to fulfil our goals of doing lots of travel but also know that our long-term future is secure. It’s great that every six months we have a meeting with our advisor to track how we are going, what things are happening in the market, and if we need to tweak something.

Our financial position has improved since we began working with the advisor because we can, daily if we want, look at the value of our portfolio, and it has certainly increased since we first started. You can track it, which is wonderful for us, so we can see where we are.

We have already recommended Direct Wealth to friends and family. One of the reasons is that it is such a smooth transition. It is very professionally handled, everything is explained and very transparent, and you have a clear path of where you are going.

We’ve just found that working with Direct Wealth has been a really positive and comfortable experience. It’s given us a clear path of where we’re at, what we can do with what we’ve got, and we can ask for more information at any time if we need it. They’re always there if you have to ask a question. If there is an issue that comes up, say with your accountant about a tax issue, you can just call them. They deal with it, and that has been great as well, and it’s dealt with promptly, so you can just move on and plan your next holiday.

Read our Rave Reviews

These aren’t curated reviews; they’re 100% genuine and can be found on Google.

5 Over 174 Reviews
google
Great friendly service and financial support from Erin at Direct Wealth for my transition into retirement.
google
My wife and I have had Lyle as a financial advisor for a number of years and watched our portfolio grow. Lyle consistently provides us with excellent advice and his communication is outstanding. He provides us with constant support with the correct guidance extremely quickly when needed.
I have recommended many personnel to Lyle. The feedback I obtain from these personnel is that Lyle is excellent.
google
Thanks Luke -We are very happy with the past seven years of financial recommendations.
We have worked together to plan our transition to retirement and now this is coming to fruition. So grateful for your assistance.
Your knowledge regarding Centerlink has also been very helpful.
google
my wife and myself were introduced to Ben Marlow of Direct Wealth for a discussion on looking after our superannuation & pension requirements. I was a little doubtful at first as the fund i was with was performing ok for me. Ben gave us his background on financial planning and we had a second meeting with Ben. After this meeting my wife and myself decided to let Direct Wealth look after our finances. We could not be more pleased with our switch to Direct Wealth as the team there are so helpful and keeping us informed on our financial matters. I would recommend to anyone Direct Wealth for looking after their financial planning.
google
Was my first time seeing a financial advisor and Luke make this process easy and straightforward he was down to earth and realistic, he listened to my dreams and business ideas and he has already in a few days put together the plan for me to get my goals.
I would highly recommend Luke to anyone who is looking to better there financial future.
google
I had the pleasure of working with Ben for my financial planning needs, and I can’t recommend him highly enough. From the outset, Ben demonstrated a deep understanding of financial strategies and an impressive ability to tailor his advice to my personal situation. His approach is thorough, clear, and remarkably effective.

Ben took the time to explain complex concepts in a way that was easy to understand and always made sure I was comfortable with each decision. His attention to detail and proactive communication helped me feel confident about my financial future.
google
Excellent service since the takeover from Peter Jordan, all quire’s handled with professional care and help towards my Superannuation fund.
Cheers Gary Smith.
google
I’d give more stars if I could…the best service ever! Caillin and Ben H. went above and beyond for me…I couldn’t be happier! Thanks so much for all your hard work! I would highly recommend Direct Wealth…especially Ben and Caillin!
google
My wife Jackie & I have recently completed an annual review with Kirsty. Whilst we have been looked after by Kirsty for a few years now we continue to be impressed with her knowledge, professionalism & lovely outgoing manner. We would also like to add that the support & office staff at Direct Wealth appear to be of the same high standard.
google
Can’t speak highly enough of the advise that Joel & the team at Direct Wealth have supplied. Joel is always available when we need to contact him & answers our questions with ease. We have delt in the past with other super companies & have found Direct Wealth the easiest & most professional to deal with, we have no hesitation in recommending Joel & Direct Wealth to our friends & family.
google
We had a great experience with our last visit, now that hubby is 67yrs of age, they guided us in a few ways to repay our 2 loans. We couldn’t be happier and alot less stress considering, Warren couldn’t receive his full pension because I’m still working. We highly recommend Direct Wealth to anyone who wants financial advice of any kind. Very professional and understanding. Many thanks to Peter for many years and to Jason, who is now looking after us.
Cheers, Ronona and Warren Cuffe
google
Direct Wealth team were patient, knowledgeable and made financial planning understandable . Excellent customer service .
google
I recently had a follow up meeting with Luke Youd who has now joined the Direct Wealth team. As usual the meeting with Luke was very informative and he is always generous with his time to explain things to me – regardless of how obscure my questions might be.

I have great confidence in my dealings with Luke going forward and also with the friendly Direct Wealth staff in general, who are helpful and proactive with their communications with their clients.
google
My journey and experience with Direct Wealth so far has been nothing but positive. Erinn and the team have been friendly, professional, highly informative and quick to respond to any concerns. I’d been toying with the idea about engaging with a financial advisor for some time but I knew that following the initial meeting that it was definitely something that I wanted to pursue.
google
I had a fantastic experience with Direct Wealth! From the very beginning, I felt comfortable with the entire process. Kirsty and the team were professional, knowledgeable, and always available to answer my questions. They took the time to understand my needs and provided tailored advice that I could trust. I highly recommend Direct Wealth to anyone looking for expert financial guidance. Thank you for your exceptional service.
google
Very knowledgeable and experienced team. Provided very professional advice & information & I would highly recommend.
google
More than happy with Ben’s service. Worked with him for 3 years planning retirement, and I’m now making the transition next month! Very excited and looking forward to working with Direct Wealth moving forward!
google
I can’t speak highly enough about Luke. Luke has taken the time to understand our situation and our goals. Luke has a deep knowledge of the market and has an ability to explain complex financial concepts in a way that is easy to understand. Luke is always available to answer any questions we have.
google
I had an excellent experience with Direct Wealth and Kirsty in setting up my personal insurances. The team are incredibly knowledgeable and took the time to understand my unique needs and circumstances. She explained all my options clearly and helped me choose the best coverage to protect myself and my family. The process was seamless, and I felt confident and well-informed every step of the way.
google
Over the course of about 3 years we have become so comfortable with Luke we feel like we are talking to family when we meet. Luke has been honest and straight forward from when we first met and has certainly led us in the right direction in preparation for retirement. Luke always responds quickly when we have a query and is very patient with our quirky ideas. We are very grateful for our relationship with Luke.
google
I have used these people for a couple of years now i have just entered retirement they helped my transition to retirement run very smooth.
google
We have been under the financial guidance of Kirsty for our future plans . At first it was such a daunting decision but Kirsty was happy to explain and answer all of our questions in a friendly and open manner. We are very happy to be with the team at Direct Wealth.
google
We engaged Erin Truscott to do a retirement plan for us and we found her very professional to deal with. From the start we felt we could put our trust in her and she has put some amazing strategies in place.
google
I recently had an initial meeting with Sam Dwight at Direct Wealth, and I couldn’t be more pleased. I’ve always approached financial planning with some caution, but Sam’s approach immediately eased my concerns. He took the time to genuinely understand my personal circumstances, financial goals, and concerns without rushing into advice. Sam was incredibly friendly, courteous, and professional, making me feel comfortable and heard. His transparency and honesty came through at every step, and I left feeling confident about the next steps. I highly recommend Direct Wealth and in particular Sam to anyone seeking thoughtful, trustworthy financial guidance.
google
I was impressed with the level of service and knowledge Lyle and the office team offered me for the obtaining of my first home loan!
Overall, the financial advice I received was invaluable in securing my first home loan! I highly recommend calling Sally to arrange an appointment with Lyle for a master in professional advice for any significant financial commitment or goal!
google
Ben Marlow was initially thrust upon us after the amalgamation of our accountants with Direct Wealth and this is without doubt one of the best financial outcomes to have happened to my wife and I. Initially I was sceptical of his enthusiasm and apparent desire to nurture and improve our financial stability moving towards retirement. Ben has tailored his communication style to not only be relatable to us but also educational and has further embedded our trust in his advice with proven outcomes. I would absolutely recommend Ben to any prospective client.
google
Always very helpful and prompt in taking care of our needs. Provide good information on handling of our accounts.
google
Up until meeting Erin, I wasn’t at all confident with the advice given to me by other advisors. The Financial modelling particularly gave me piece of mind that I will be ok far into the future. Erin also had great understanding and empathy for my past experiences. As a woman, for me, this was a critical component for trusting her advice. I simply can’t recommend her highly enough. She is also just a lovely human being 🙂
google
Direct Wealth have always had a fantastic, client focused, efficient relationship with their clients, and we are very happy with the way that they interact and work with us to ensure a safe, secure, profitable outcome for us in our retirement.
Their client service is a personal relationship which suits the way we prefer to operate, but it makes our financial planning very easy, yet driven by a professional commitment to best practice in their field.
We are very happy to be clients of Direct Wealth.
google
My wife and I met with Kirsty and she made us feel at ease with explaining how she would invest our money for retirement and resolved concerns we had. Kirsty was very thorough and made us feel comfortable with our decision to utilise Direct Wealth.
google
We have been a client for many years and would highly recommend. Kirsty goes above and beyond to assist and makes you feel extremely comfortable and have peace of minds that you are in good hands.
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I highly recommend Ben Marlow at Direct Wealth. Ben consistently provides outstanding financial advice. His guidance is always timely and informed. He’s been an invaluable partner in navigating our financial journey, offering tailored advice that perfectly suits our current situation. Thanks Ben!
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Sam and Ella were excellent in providing general information for my parents who are looking to retire. Whilst we aren’t at the stage to utilise the service we are very impressed by their professionalism and genuine care.
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We’ve been working with Kirsty at Direct Wealth for close to 3 years now. We couldn’t be happier, her advice is clear, tailored and has helped us feel confident about our future. We consider her a friend, she always makes time for chats about life and our fury friends along side business. Highly recommend Kirsty and the team at Direct Wealth.
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Sam & the Redcliffe team are amazing, they have managed my finances so well I can retire 2yrs earlier than expected.
Cannot recommend them highly enough.
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Ben Marlow from Direct Wealth has been a sound financial advisor for me and my wife for multiple years. Ben’s positive attitude, willingness to adapt and understanding of the financial system have helped us greatly. I highly recommend using Ben and his team.
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Just started with this company and my adviser is Erin. So far I like everything about them and her- very friendly, relatable, down-to-earth and approachable. I am glad I found them and looking forward to see what comes next!
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We have been working with Brett for some years. We first met Brett when we were in need of assistance with super and he helped us navigate our way to the happy future we have today. We have since undertaken full financial planning with Direct Wealth and we are immensely pleased with the guidance and advice. I could not recommend a better financial planner to assist manage your future.
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My husband and I couldn’t recommend Luke highly enough to look after your financial dealings for your retirement. We feel in good hands with his vast knowledge and his amazing ability to provide us with prompt advice. Luke is astute and has great personality, our catch-ups are never boring 😊
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Since changing over from another Financial Advisor to Direct Wealth two years ago I find them to be a very professional and knowledgeable business. I recently had my yearly review with Ben, and I was very impressed with the way my finances are being looked after. I look forward to my next review. I would certainly recommend Direct Wealth to any interested prospective client.
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Initial chat with Ben. Found him very patient, knowledgeable, and easy to talk to. Ben also came across as proactive – when presented non-financial industry information relating to an industry specific risk in a space that was removed from the finance industry, and that he wasn’t previously aware of – Ben indicated that he would go away and investigate that further risk so he could be informed for his other clients. Ben followed through on call times, and emails when he said he would send them. Cannot comment on the service beyond that. Would recommend as someone who was approachable and easy to talk to.
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The Direct Wealth team were a pleasure to deal with. Kirsty was efficient and extremely flexible with fitting in around my work schedule.

Kirsty broke everything down and made the entire process seamless. Kirsty communicated everything clearly and walked me through step by step which I am so thankful for.

I couldn’t recommend highly enough!

We've Helped Thousands of Clients Secure Their Future with Confidence and Clarity

A picture of a happy older couple dancing in their kitchen

Our team is dedicated to crafting personalised financial strategies that not only meet but exceed our client’s expectations. 

Whether it’s positioning your finances, growing your wealth, or planning for the future, we’re here to support you at every step. 

Our goal is to make sure your today and tomorrow are financially safe, secure, and comfortable, so you can enjoy true peace of mind. 

Are you ready to improve your financial wellbeing and achieve your goals? Contact us today to get started! 

William Chang

Satisfied Client

“I was recommended to Direct Wealth in 2022 and began working with Sam Dwight as my financial advisor. 

Over the last 6 months or so, they have helped me begin the process of planning and executing a roadmap to future financial security. 

Throughout this process, the team has been communicative and informative. They understood my current financial and personal circumstances and worked hard to ensure we had a robust plan. 

With their help, I believe my future financial wellbeing is in good hands and I look forward to working together with Sam and Direct Wealth for many years to come.

5 Over 174 Reviews

Ready to start your journey?

The first step is an easy welcome call. This quick and painless chat is all about getting to know one another. You can ask questions and see if we’re the right fit for you. 

To get started, simply fill out the form and we’ll be in touch ASAP.

We’re looking forward to meeting you! 

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Frequently Asked Questions

 Financial advisors offer a range of services including investment management, financial planning, retirement planning, tax planning, estate planning, and insurance strategies to help clients manage and grow their wealth effectively.

Financial advisors can charge in several ways: a flat fee, an hourly rate, a percentage of assets under management (AUM), or a commission on products they sell. Some may use a combination of these fee structures.

If you’d like to know more, please feel free to ask any questions and we’ll be happy to answer. 

It’s helpful to bring financial documents such as investment statements, retirement account statements, life insurance policies, a list of assets and debts, and any other relevant financial information.

If you don’t have the above on-hand for your first meeting, that’s perfectly OK. Your advisor will ask you for exactly what they need, and it can be sent through via email or bought to your next meeting. 

Most financial advisors recommend reviewing your financial plan at least annually, though more frequent reviews might occur due to changes in your personal circumstances or major financial events.

Yes, financial advisors can provide strategies to manage and reduce debt, including consolidating debt, restructuring payment plans, and prioritizing high-interest debts.

Both terms are used interchangeably, with focus placed on the creation of a comprehensive plan that covers all areas of finance, though some financial advisors might specialize in specific areas like investment management or retirement planning.

Look for advisors who are registered with national financial regulatory bodies, have reputable qualifications, and adhere to a fiduciary standard, which obligates them to act in your best interests.

All of Direct Wealth’s advisors are qualified, registered, and excellent in what they do. The best part? They’re ready to help you! 

A financial advisor considers your overall financial situation, goals, risk tolerance, and personal preferences to create a customised plan that aims to optimise your financial outcomes and meet your life goals.

Yes, financial advisors are skilled in retirement planning, helping clients determine how much they need to save, the best investments for retirement savings, and strategies for withdrawing funds in retirement.

Choose a financial advisor who has the necessary qualifications, a robust track record, and a clear fee structure. It’s also important to select someone whose communication style and values align with yours.

A financial advisor can help identify tax-saving opportunities, such as tax-efficient investments, deductions, and timing strategies to help minimise your tax liability and maximise your after-tax returns.

Financial advisors employ various investment strategies based on the client’s risk tolerance, investment goals, and time horizon. This might include diversification across asset classes, strategic asset allocation, or tactical adjustments based on market conditions.

We only ever recommend investments that are well researched and have 

Yes, financial advisors often work with estate planning attorneys to help you plan your estate, including setting up wills, trusts, and other strategies to ensure your assets are distributed according to your wishes and are tax-efficient.

Financial advisors will help you adjust your financial plan in response to major life events such as marriage, the birth of a child, divorce, or receiving an inheritance to ensure it remains aligned with your new circumstances.